CRM Dynamics specialises in Quote-to-Cash solutions and can help organisations design, implement and optimise AI-powered quote creation processes using the Microsoft technology stack. We can also provide proven accelerators, pre-built workflows and implementation expertise to help organisations realise value from AI faster....
Discover how Quote Manager CPQ for Microsoft Dynamics 365 helps businesses oversee quoting performance with Power BI dashboards, revenue tracking, targets, and actionable sales insights. Stakeholders do not need to log in to Dynamics 365 to view these dashboards. PDF versions can also be emailed...
Distributors and resellers often receive dozens of supplier quotes every day. Turning those incoming supplier quotes into customer quotes entails manually typing the product details, performing complex pricing calculations based on a variety of factors such as discounts, term, marks up or margin rules. It’s...
As AI gets more sophisticated it will start to become increasingly useful to the quoting process. It has the potential to provide a number of benefits:• Manage product and pricing strategies• Dynamics pricing based on competitive and demand behaviour• Improved revenue and marginsWe have identified the following list...
Managing complex product configurations can be challenging — especially when multiple components, choices, and dependencies are involved. Microsoft’s new Hierarchy Visualisation tool makes this process far simpler by providing a clear, interactive view of even the most detailed configurations. Because Quote Manager CPQ is built entirely...
A PCF control that integrates the TINY MCE 7 Text Editor into your PowerApps. It allows rich text editing with formatting options like bold, italic, underline, bullet lists, and more....
Quote Manager CPQ supports Azure Blob Storage integration, allowing businesses to connect product assets—like images and technical datasheets—directly to quote documents generated within Dynamics 365. “Lower Cost, Higher Flexibility”Azure Blob Storage offers massive cost savings over CRM or SharePoint storage. It’s scalable, fast, and ideal...
The Approval Addon for the Quote Manager solution provides a flexible and scalable automated approval process that seamlessly integrates with the Quote Manager, providing visibility within CRM, and ensuring that Quotes are getting any necessary internal approvals before being sent out. ...
Microsoft Dynamics CE is a sale and marketing friendly environment for sales teams to generate and manage their leads and opportunities. Ideally, quoting should also be done in the CE system as well rather than getting sales to log into a different system...
For companies running Dynamics 365 Business Central, quoting starts off smoothly. But as soon as custom configurations, customer-specific pricing, or approval processes enter the picture, things can quickly spiral. Sales teams often find themselves juggling disconnected spreadsheets, chasing internal approvals, or re-keying data between systems...